AlexL ✭✭✭
Community stats
- Username AlexL
- Joined
- Visits 2,151
- Last Active
- Roles Member
- Points 394
- Badges
- 15
- Posts
- 2,869
Reactions
-
Re: All about automatically categorizing transactions
Hi @Ian_B . Auto-categorizing only functions with an active Bank Connection. There's no "on" button in your Transactions page, but you'll be prompted to have your transactions auto-cat when… (View Post)1 -
Re: Transferring multiple loan transactions to the loan account
Hi @Ian_B . Welcome to the Community! You're correct, currently when creating transfers this can only be done one transaction at a time. This is some good feedback and it's great to hear your suggest… (View Post)1 -
Re: Handling business expenses with a personal bank account
Hi guys, thanks for your valuable input on this. Our migrations to the new software have been happening on an on-going basis for some time now. With the future updates, our goal here is to get you ba… (View Post)1 -
Re: How to add PayPay Payment and fees transferred from Bank?
Hi @Barb . The post you saw with the Help Centre article has the correct steps to account for this process properly. Your statement will accurately represent your gross income from these payments if … (View Post)1 -
Re: Quick Export
Hi @jotcreative . You can also export information from our Reports page. You can choose your Report (Account Transactions for example) and filter for accounts or dates etc. and then export to PDF or … (View Post)1
